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CONTRIBUTION AND INVESTMENT SELECTION

• A contribution, conversion, or eligible employer-sponsored retirement plan rollover that is recharacterized must be adjusted for earnings. • The recharacterization deadline is your tax filing deadline for the year of the original transaction, including extensions.

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6107 2414R Roth IRA Contribution and Investment Selection ...

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• A rollover contribution of Traditional IRA or SIMPLE IRA assets may not be made to a Roth IRA. TRANSFER A transfer is a direct movement of assets to your Roth IRA from any of your other Roth IRAs.

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The NYU 5% non-matching contribution will be invested in the Plan’s default investment option, which is the Vanguard Target Retirement Fund appropriate to your age. See Section 3 to change investment selection.

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Rollover Contribution Form Instructions Dear Plan Participant Thank you for choosing to roll your account balance into your company’s retirement plan. To process ... Please note that if you select Option 3A, do not complete the investment selection section in Option 3B.

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Transfer/Rollover/Exchange Form Instructions Reference the instructions below while completing the form. For additional assistance, please contact Fidelity Investments at ... Would you like the assets invested in your current investment selection? If “Yes” is selected, your assets will ... your entire contribution will be defaulted to the ...

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